FI
Financial Insights’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Sell |
31,575
-64
| -0.2% | -$6.69K | 1.21% | 19 |
|
|
2025
Q1 | $3.34M | Sell |
31,639
-1,876
| -6% | -$198K | 1.33% | 18 |
|
|
2024
Q4 | $3.57M | Sell |
33,515
-658
| -2% | -$70.1K | 1.33% | 18 |
|
|
2024
Q3 | $3.71M | Sell |
34,173
-103
| -0.3% | -$11.2K | 1.17% | 19 |
|
|
2024
Q2 | $3.65M | Sell |
34,276
-3,650
| -10% | -$389K | 1.01% | 23 |
|
|
2024
Q1 | $4.08M | Sell |
37,926
-9,132
| -19% | -$983K | 1.14% | 20 |
|
|
2023
Q4 | $5.1M | Buy |
47,058
+652
| +1% | +$70.7K | 1.6% | 14 |
|
|
2023
Q3 | $4.69M | Sell |
46,406
-14,859
| -24% | -$1.5M | 1.67% | 14 |
|
|
2023
Q2 | $6.54M | Sell |
61,265
-3,514
| -5% | -$375K | 2.4% | 9 |
|
|
2023
Q1 | $6.98M | Sell |
64,779
-13,957
| -18% | -$1.5M | 2.84% | 7 |
|
|
2022
Q4 | $8.31M | Buy |
78,736
+65,330
| +487% | +$6.89M | 3.93% | 5 |
|
|
2022
Q3 | $1.38M | Buy |
13,406
+9,712
| +263% | +$996K | 0.93% | 28 |
|
|
2022
Q2 | $393K | Buy |
+3,694
| New | +$393K | 0.4% | 51 |
|
|
2021
Q3 | – | Sell |
-1,180
| Closed | -$1.38M | – | 173 |
|
|
2021
Q2 | $1.38M | Sell |
1,180
-850
| -42% | -$996K | 0.11% | 101 |
|
|
2021
Q1 | $236K | Hold |
2,030
| – | – | 0.17% | 73 |
|
|
2020
Q4 | $238K | Hold |
2,030
| – | – | 0.18% | 67 |
|
|
2020
Q3 | $235K | Buy |
2,030
+1,930
| +1,930% | +$223K | 0.2% | 67 |
|
|
2020
Q2 | $234 | Sell |
100
-1,930
| -95% | -$4.52K | 0.21% | 64 |
|
|
2020
Q1 | $229K | Buy |
+2,030
| New | +$229K | 0.24% | 61 |
|